Asset Maintenance - Details tab

Owned by Former user (Deleted)
Last updated: Mar 24, 2021 by Richard Kennedy (Unlicensed)

Use the Details tab to:

  • record details of the supplier
  • maintain the location of the asset
  • identify the individual assigned to the asset and record insurance information.


 Opening the Details tab

To open the Details tab:

  1. Select Module > General Ledger > Asset Register Maintenance from the main menu.
    The Set Asset Search Criteria window is displayed.
    Tip: You can also access the Asset Register by clicking .
  2. Search for the asset. See Searching for assets.
    The General tab of the Asset Maintenance window is displayed.
  3. Click the Details tab.
    The Details tab of the Asset Maintenance window is displayed.


Asset Maintenance - Details tab key fields and buttons
Source area fields

Field

Description

ID

Unique number identifying the source of the asset.
To search for the creditor or community member that the asset came from, either:

  • type in the Synergetic ID number
  • click .

Name

Name of the asset source from the creditor's record
Tip: The creditor's record is maintained in Creditor Maintenance. See Maintaining creditors in the Creditors manual.

Address

Address of the asset source from the creditor's record.
Tip: The creditor's address is maintained in Community maintenance. See Community Maintenance - Company Address tab in the Community manual.

Order Number

Purchase order number that the asset was purchased on, if applicable.

Creditor Trans Seq

Link to the invoice the asset was created from.

Source area buttons

Buttons

Description

Launch the Creditor Search window or Community Search window.
Select:

  • Creditor Search to find a creditor who sold the asset to your organisation
  • Community Search to find a community member who donated the asset.

Launch Creditor Maintenance. See Maintaining creditors in the Creditors manual.

Location area fields

Field

Description

Business Unit

Business unit where the asset is located.
Business units are defined in the Business Units tab of Finance Configuration. See Maintaining finance configuration files in the System maintenance manual.

Building

Building where the asset is located.

Room

Room where the asset is located. The rooms available depend on the Building selected.


Other area fields

Field

Description

Assigned to ID

Synergetic ID of the individual that the asset is assigned to.

Name

Name of the individual that the asset is assigned to.

Insurance Notification Date

Date the insurer was notified of the asset's acquisition.

Reference

Insurance notification reference number.

Other area buttons

Buttons

Description

Launch the community search window to find the Synergetic ID of the person you want to assign this asset to.

Launch Community Maintenance for the selected individual. See Maintaining community members in the Community manual.